|
Contents: |
CARDIOVASCULAR THERAPY US MARKET SURVEY… ANALYSIS AND FORECASTS - TECHNOLOGY, SALES, AND COMPANY PROFILES
TABLE OF CONTENTS
EXECUTIVE SUMMARY................................................................................................................................... i
SECTION 1 INTRODUCTION TO CARDIOVASCULAR THERAPY............................................................9
1.1 SCOPE AND OBJECTIVES OF RESEARCH INVESTIGATION.....................................................................9
1.2 METHODOLOGY OF INVESTIGATION...............................................................................................................9
1.3 LIMITATIONS OF INVESTIGATION...................................................................................................................10
1.4 OVERVIEW OF INDICATIONS REVIEWED IN THIS REPORT.................................................................11
1.5 MAJOR PHARMACOLOGIC CLASSES AND THEIR ROLES IN TREATING CARDIOVASCULAR
DISEASE...........................................................................................................................................................................13
SECTION 2 ACUTE CORONARY SYNDROMES .......................................................................................... 19
2.1 INTRODUCTION TO THE DISEASE STATE .....................................................................................................19
2.1.1 Background............................................................................................................................................................19
2.1.2 Etiology ..................................................................................................................................................................19
2.1.3 Pathophysiology....................................................................................................................................................19
2.1.4 Epidemiology ........................................................................................................................................................21
2.1.5 Treatment...............................................................................................................................................................21
2.2 ANALYSIS AND FORECAST OF PRODUCT TECHNOLOGY .....................................................................22
2.2.1 Technology Analysis ............................................................................................................................................22
2.2.2 New Product and Pipeline Direction.................................................................................................................30
2.3 ANALYSIS AND FORECAST OF THE MARKET...............................................................................................34
2.3.1 Market Characteristics .........................................................................................................................................34
2.3.2 Market Drivers and ..............................................................................................................................................38
2.4 THERAPY PENETRATION.......................................................................................................................................38
2.5 NEW PRODUCT INTRODUCTIONS.....................................................................................................................39
2.6 PATENT ISSUES............................................................................................................................................................39
2.7 COST OF THERAPY.....................................................................................................................................................39
2.7.1 Recent Events in ACS Management..................................................................................................................39
SECTION 3 ANGINA PECTORIS.................................................................................................................... 43
3.1 INTRODUCTION TO THE DISEASE STATE .....................................................................................................43
3.1.1 Background............................................................................................................................................................43
3.1.2 Etiology ..................................................................................................................................................................43
3.1.3 Pathophysiology....................................................................................................................................................44
3.1.4 Epidemiology ........................................................................................................................................................44
3.1.5 Treatment...............................................................................................................................................................44
3.2 ANALYSIS AND FORECAST OF PRODUCT TECHNOLOGY .....................................................................45
3.2.1 Technology Analysis ............................................................................................................................................45
3.2.2 New Product and Pipeline Direction.................................................................................................................50
3.3 ANALYSIS AND FORECAST OF THE MARKET...............................................................................................51
3.3.1 Market Characteristics .........................................................................................................................................51
3.3.2 Market Drivers and Forecast..............................................................................................................................54
3.4 THERAPY PENETRATION.......................................................................................................................................54
3.5 NEW PRODUCT INTRODUCTIONS.....................................................................................................................55
3.6 PATENT ISSUES............................................................................................................................................................56
3.7 COST OF THERAPY.....................................................................................................................................................56
3.7.1 Recent Events in Treatment of Angina and Post-AMI..................................................................................56
SECTION 4 ARRHYTHMIA............................................................................................................................ 57
4.1 INTRODUCTION TO THE DISEASE STATE .....................................................................................................57
4.1.1 Background............................................................................................................................................................57
4.1.2 Etiology ..................................................................................................................................................................57
4.1.3 Pathophysiology....................................................................................................................................................57
4.1.4 Epidemiology ........................................................................................................................................................60
4.1.5 Treatment...............................................................................................................................................................60
4.2 ANALYSIS AND FORECAST OF PRODUCT TECHNOLOGY .....................................................................62
4.2.1 Technology Analysis ............................................................................................................................................62
4.2.2 New Product and Pipeline Direction.................................................................................................................68
4.3 ANALYSIS AND FORECAST OF THE MARKET...............................................................................................70
4.3.1 Market Characteristics .........................................................................................................................................70
4.3.2 Market Drivers and Forecast..............................................................................................................................73
4.4 THERAPY PENETRATION.......................................................................................................................................73
4.5 NEW PRODUCT INTRODUCTIONS.....................................................................................................................74
4.6 PATENT ISSUES............................................................................................................................................................75
4.7 COST OF THERAPY.....................................................................................................................................................75
4.7.1 Recent Events in...................................................................................................................................................75
SECTION 5 ATHEROSCLEROSIS AND HYPERLIPIDEMIA ..................................................................... 77
5.1 INTRODUCTION TO THE DISEASE STATE .....................................................................................................77
5.1.1 Background............................................................................................................................................................77
5.1.2 Etiology ..................................................................................................................................................................77
5.1.3 Pathophysiology....................................................................................................................................................77
5.1.4 Epidemiology ........................................................................................................................................................79
5.1.5 Treatment...............................................................................................................................................................79
5.2 ANALYSIS AND FORECAST OF PRODUCT TECHNOLOGY .....................................................................80
5.2.1 Technology Analysis ............................................................................................................................................80
5.2.2 New Product and Pipeline Direction.................................................................................................................85
5.3 ANALYSIS AND FORECAST OF THE MARKET...............................................................................................89
5.3.1 Market Characteristics .........................................................................................................................................89
5.3.2 Market Drivers and Forecast..............................................................................................................................93
5.4 THERAPY PENETRATION.......................................................................................................................................93
5.5 NEW PRODUCT INTRODUCTIONS.....................................................................................................................93
5.6 PATENT ISSUES............................................................................................................................................................94
5.7 COST OF THERAPY.....................................................................................................................................................94
5.7.1 Recent Events in Atherosclerosis......................................................................................................................94
SECTION 6 CONGESTIVE HEART FAILURE.............................................................................................. 97
6.1 INTRODUCTION TO THE DISEASE STATE .....................................................................................................97
6.1.1 Background............................................................................................................................................................97
6.1.2 Etiology ..................................................................................................................................................................97
6.1.3 Pathophysiology....................................................................................................................................................97
6.1.4 Epidemiology ..................................................................................................................................................... 100
6.1.5 Treatment............................................................................................................................................................ 100
6.2 ANALYSIS AND FORECAST OF PRODUCT TECHNOLOGY .................................................................. 102
6.2.1 Technology Analysis ......................................................................................................................................... 102
6.2.2 New Product and Pipeline Direction.............................................................................................................. 110
6.3 ANALYSIS AND FORECAST OF THE MARKET............................................................................................ 114
6.3.1 Market Characteristics ...................................................................................................................................... 114
6.3.2 Market Drivers and Forecast........................................................................................................................... 118
6.4 THERAPY PENETRATION.................................................................................................................................... 118
6.5 NEW PRODUCT INTRODUCTIONS.................................................................................................................. 118
6.6 PATENT ISSUES......................................................................................................................................................... 118
6.7 COST OF THERAPY.................................................................................................................................................. 119
SECTION 7 HYPERTENSION......................................................................................................................121
7.1 INTRODUCTION TO THE DISEASE STATE .................................................................................................. 121
7.1.1 Background......................................................................................................................................................... 121
7.1.2 Etiology ............................................................................................................................................................... 121
7.1.3 Pathophysiology................................................................................................................................................. 122
7.1.4 Treatment............................................................................................................................................................ 126
7.2 ANALYSIS AND FORECAST OF PRODUCT TECHNOLOGY .................................................................. 127
7.2.1 Technology Analysis ......................................................................................................................................... 127
7.2.2 New Product and Pipeline Direction.............................................................................................................. 135
7.3 ANALYSIS AND FORECAST OF THE MARKET............................................................................................ 138
7.3.1 Market Characteristics ...................................................................................................................................... 138
7.3.2 Market Drivers and Forecast........................................................................................................................... 143
7.4 THERAPY PENETRATION.................................................................................................................................... 143
7.5 NEW PRODUCT INTRODUCTIONS.................................................................................................................. 143
7.6 PATENT ISSUES......................................................................................................................................................... 143
7.7 COST OF THERAPY.................................................................................................................................................. 144
7.7.1 Recent Events in Hypertension ....................................................................................................................... 144
SECTION 8 RESTENOSIS ............................................................................................................................. 149
8.1 INTRODUCTION TO THE DISEASE STATE .................................................................................................. 149
8.1.1 Background......................................................................................................................................................... 149
8.1.2 Etiology ............................................................................................................................................................... 149
8.1.3 Pathophysiology................................................................................................................................................. 150
8.1.4 Epidemiology ..................................................................................................................................................... 151
8.1.5 Treatment............................................................................................................................................................ 151
8.2 ANALYSIS AND FORECAST OF PRODUCT TECHNOLOGY .................................................................. 152
8.2.1 Technology Analysis ......................................................................................................................................... 152
8.2.2 New Product and Pipeline Direction.............................................................................................................. 159
8.3 ANALYSIS AND FORECAST OF THE MARKET............................................................................................ 161
8.3.1 Market Characteristics ...................................................................................................................................... 161
8.3.2 Market Drivers and Forecast........................................................................................................................... 164
8.4 THERAPY PENETRATION.................................................................................................................................... 164
8.5 NEW PRODUCT INTRODUCTIONS.................................................................................................................. 164
8.6 PATENT ISSUES......................................................................................................................................................... 164
8.7 COST OF THERAPY.................................................................................................................................................. 164
8.7.1 Recent Events in Management of Restenosis ............................................................................................... 165
SECTION 9 ANALYSIS OF THE EVOLVING COMPETITIVE ENVIRONMENT IN THE
PHARMACEUTICAL SEGMENT OF THE U.S. CARDIOVASCULAR MARKET.......... 167
9.1 INTRODUCTION....................................................................................................................................................... 167
9.2 DETERMINANTS OF MARKETPLACE SUCCESS ......................................................................................... 167
9.3 COMPETITIVE ANALYSIS OF PARTICIPATING MANUFACTURERS ................................................. 168
9.3.1 Marketing Expertise Determines Success...................................................................................................... 169
9.3.2 Technological/Trial Expertise and Innovation ............................................................................................ 169
9.3.3 Summary Analysis of Determinants of Success............................................................................................ 170
SECTION 10 PHARMACEUTICAL COMPANY PROFILES ....................................................................... 173
10.1 ABBOTT LABORATORIES..................................................................................................................................... 173
10.2 AKZO/ORGANON................................................................................................................................................... 174
10.3 AMERICAN HOME PRODUCTS ........................................................................................................................... 175
10.4 ASTRAZENECA.......................................................................................................................................................... 176
10.5 AVENTIS ....................................................................................................................................................................... 177
10.6 BAYER............................................................................................................................................................................ 178
10.7 BOEHRINGER INGELHEIM................................................................................................................................. 179
10.8 BRISTOL-MYERS SQUIBB...................................................................................................................................... 179
10.9 DUPONT ....................................................................................................................................................................... 180
10.10 ELI LILLY...................................................................................................................................................................... 181
10.11 GLAXOSMITHKLINE.............................................................................................................................................. 181
10.12 JOHNSON & JOHNSON.......................................................................................................................................... 183
10.13 MERCK & CO. ............................................................................................................................................................. 184
10.14 NOVARTIS.................................................................................................................................................................... 185
10.15 PFIZER........................................................................................................................................................................... 186
10.16 PHARMACIA CORP................................................................................................................................................... 187
10.17 PROCTER & GAMBLE............................................................................................................................................. 187
10.18 ROCHE........................................................................................................................................................................... 188
10.19 SANOFI-SYNTHELABO.......................................................................................................................................... 189
10.20 SCHERING AG............................................................................................................................................................ 190
10.21 SCHERING-PLOUGH............................................................................................................................................... 190
10.22 SOLVAY......................................................................................................................................................................... 191
SECTION 11 BIOTECHNOLOGY / OTHER COMPANY PROFILES....................................................... 193
11.1 ALEXION...................................................................................................................................................................... 193
11.2 BIO-TECHNOLOGY GENERAL.......................................................................................................................... 193
11.3 CENTOCOR ................................................................................................................................................................. 193
11.4 CHIRON......................................................................................................................................................................... 194
11.5 CORVAS......................................................................................................................................................................... 194
11.6 CV THERAPEUTICS.................................................................................................................................................. 194
11.7 DAIICHI SEIYAKU.................................................................................................................................................... 195
11.8 EMISPHERE TECHNOLOGIES............................................................................................................................ 195
11.9 ESPERION THERAPEUTICS................................................................................................................................. 195
11.10 GENENTECH.............................................................................................................................................................. 195
11.11 GILEAD SCIENCES .................................................................................................................................................. 196
11.12 ICOS 196
11.13 MILLENNIUM PHARMACEUTICALS ................................................................................................................. 197
11.14 MITSUI ........................................................................................................................................................................... 197
11.15 NATIONAL INSTITUTES OF HEALTH (NIH)................................................................................................. 197
11.16 TEXAS BIOTECHNOLOGY................................................................................................................................... 198
LIST OF FIGURES
Figure 2.1 US Forecast For ACS Management by Technology Platform......................................................................23
Figure 2.2 Historic and Forecast Sales of ACS Agents by Technology 2000 - 2005 - 2010.......................................37
Figure 3.1 US Forecast For Stable Angina and Post-MI Management by Technology Platform..............................45
Figure 3.2 Historic and Forecast Sales of Angina Agents by Technology 2000 - 2005 - 2010 ..................................53
Figure 4.1 US Forecast For Management by Technology Platform................................................................................62
Figure 4.2 Historic and Forecast Sales of Arrhythmia Agents by Technology 2000 - 2005 - 2010 .........................72
Figure 5.1 US Forecast For Atherosclerosis and Hyperlipidemia Management By Technology Platform..............80
Figure 5.2 Historic and Forecast Sales of Atherosclerosis Agents by Technology 2000 - 2005 - 2010...................91
Figure 6.1 US Forecast For Congestive Heart Failure Management By Technology Platform...............................102
Figure 6.2 Historic and Forecast Sales of Congestive Heart Failure Agents by Technology 2000 - 2005 -
2010.......................................................................................................................................................................116
Figure 7.1 US Forecast For Hypertension Management By Technology Platform ...................................................128
Figure 7.2 Historic and Forecast Sales of Hypertension Agents by Technology 2000 - 2005 - 2010....................140
Figure 8.1 US Forecast For Restenosis Management by Technology Platform .........................................................153
Figure 8.2 Historic and Forecast Sales of Restenosis Agents by Technology 2000 - 2005 - 2010 .........................163
LIST OF TABLES
Table 1.1 Major Cardiovascular Diagnoses and Conditions ...........................................................................................11
Table 2.1 Number of Product Development Programs for ACS by Technology Platform......................................31
Table 2.2 Number of Product Development Programs for ACS by Company ..........................................................31
Table 2.3 Product Development Activity for ACS Therapy Sorted by US Status/Rating ........................................32
Table 2.4 US Market Forecast for ACS ..............................................................................................................................34
Table 2.5 US Forecast by Technology ACS .......................................................................................................................36
Table 2.6 US Factory Sales of ACS Products by Manufacturer and Brand 1998-2001..............................................38
Table 3.1 Number of Product Development Programs for Angina by Technology Platform.................................50
Table 3.2 Number of Product Development Programs for Angina by Company......................................................50
Table 3.3 Product Development Activity for Angina Therapy Sorted by US Status/Rating ..................................51
Table 3.4 US Market Forecast for Angina.........................................................................................................................52
Table 3.5 US Market Forecast for Angina.........................................................................................................................53
Table 3.6 US Factory Sales of Angina Products by Manufacturer and Brand 1998-2001 .........................................55
Table 4.1 Number of Product Development Programs for Arrhythmia by Technology Platform.........................69
Table 4.2 Number of Product Development Programs for Arrhythmia by Company..............................................69
Table 4.3 Product Development Activity for Arrhythmia Therapy Sorted by US Status/Rating...........................70
Table 4.4 US Market Forecast - Arrhythmia.....................................................................................................................71
Table 4.5 US Market Forecast for Arrhythmia ..................................................................................................................72
Table 4.6 US Factory Sales of Arrhythmia Products by Manufacturer and Brand 1998-2001 ................................74
Table 5.1 Number of Product Development Programs for Atherosclerosis by Technology Platform..................86
Table 5.2 Number of Product Development Programs for Atherosclerosis by Company .......................................87
Table 5.3 Product Development Activity for Atherosclerosis Therapy Sorted by US Status/Rating....................88
Table 5.4 US Market Forecast - Atherosclerosis ...............................................................................................................90
Table 5.5 US Market Forecast by Technology for Atherosclerosis ...............................................................................91
Table 5.6 US Factory Sales of Atherosclerosis Products by Manufacturer and Brand 1998-2001 ..........................93
Table 6.1 Number of Product Development Programs for Congestive Heart Failure by Technology
Platform ...............................................................................................................................................................111
Table 6.2 Number of Product Development Programs for Congestive Heart Failure by Company....................112
Table 6.3 Product Development Activity for CHF Therapy Sorted by US Status/Rating .....................................113
Table 6.4 US Market Forecast by Technology for Congestive Heart Failure ............................................................115
Table 6.5 US Market Forecast by Technology for Congestive Heart Failure ............................................................115
Table 6.6 US Factory Sales of Congestive Heart Failure Products by Manufacturer and Brand 1998-2001 .......117
Table 7.1 Number of Product Development Programs for Hypertension by Technology Platform ...................135
Table 7.2 Number of Product Development Programs for Hypertension by Company ........................................136
Table 7.3 Product Development Activity for Hypertension Therapy Sorted by US Status/Rating.....................137
Table 7.4 US Market Forecast by Technology for Hypertension.................................................................................138
Table 7.5 US Market Forecast by Technology for Hypertension.................................................................................139
Table 7.6 US Factory Sales of Hypertension Products by Manufacturer and Brand 1998-2001 ..........................141
Table 8.1 Number of Product Development Programs for Restenosis by Technology Platform.........................159
Table 8.2 Number of Product Development Programs for Restenosis by Company..............................................160
Table 8.3 Product Development Activity for Restenosis Therapy Sorted by US Status/Rating ..........................160
Table 8.4 US Market Forecast for Restenosis..................................................................................................................161
Table 8.5 US Market Forecast by Technology for Restenosis......................................................................................162
Table 9.1 Company Competitive Rankings......................................................................................................................171
Appendix 1 Cardiovascular Alliances and Merger/Acquisition Activity 2001-2000.....................................................199 |
|
Last Name: 